Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Slovacek is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 1998. Michael has held previous positions with Principal Financial Securities, Inc. and NYLIFE Securities Inc. Michael is a Series 7 and Series 63 licensed representative and holds the SIE designation. Michael specializes in providing financial planning, investment management, and other advisory services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/18/1998 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
TX
07/07/1994 - 02/17/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
07/07/1994 - 07/20/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 07/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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